Other · DOL Form 5500 · 2024

Family Services, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
227
Participants Below avg headcount
50th
Percentile by assets National rank
$33,657
Avg per participant Low balance/head
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Official DOL plan name: Family Services, Inc. 403(b) Plan · Sponsored by Family Services, Inc. · New York · Healthcare & Social Assistance

$8M in assets, 227 participants

Family Services, Inc.'s Family Services, Inc. 403(b) Plan reported $8M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 50th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,276 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Family Services, Inc. 403(b) Plan covers 227 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $8M.

#9,276
in Healthcare & Social Assistance (16,916 peers)
+21.0%
assets growth YoY

Family Services, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Family Services, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,640,076 Top 50% higher than 50% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Family Services, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Services, Inc. 403(b) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Family Services, Inc. 403(b) Plan reported net income rose from $843K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Family Services, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Family Services, Inc. 403(b) Plan reported participants rose from 212 in the plan year 2023 filing to 227 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 141338399 · Family Services, Inc. PY 2024 · Other

Family Services, Inc. 403(b) Plan · $8M · 227 · 50th

  • 5500 $8M
  • ASSETS 227
  • PCT 50th
  • EIN Other
  • RANK near Osher Marin Jcc 403(b) Plan
  • PHOTO ind #9276

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →

Family Services, Inc. 403(b) Plan in the asset neighbourhood

The Arc of the Central Chesapeake Region, Inc. 403(b) PlanThe Arc of the Central Chesa…$8MFamily Services, Inc. 403(b) PlanFamily Services, Inc. 403(b)…$8MOsher Marin Jcc 403(b) Plan$8MGirl Scouts-North Carolina Coastal Pines 403(b) Thrift PlanGirl Scouts-North Carolina C…$8MThe Adler Planetarium Defined Contribution Retirement Income PlanThe Adler Planetarium Define…$8M
End-of-year total assets ($M) among Family Services, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN141338399
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Services, Inc.)

Sponsor-wide plan assets over time

All Family Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 39.6164241373198% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.47M $7.64M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 205 $5M
2023 1 212 $6M
2024 1 227 $8M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Family Services, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Family Services, Inc. 403(b) Plan, Total assets ($B): 0.007640076 · Participants: 227Family Services, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Family Services, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Family Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Osher Marin Jcc 403(b) Plan in CA ($8M); by covered participants it is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Family Services, Inc. 403(b) Plan assets move in 2024?
Family Services, Inc. 403(b) Plan grew sharply - up 21.0% during 2024, from $6M to $8M. Reported net income was $1M.
How have Family Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Family Services, Inc.'s sponsor-wide assets grew 39.6%, from $5M to $8M.
Which Other plans are similar in size to Family Services, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Osher Marin Jcc 403(b) Plan in CA ($8M, 103 participants).
Which Other plans cover a similar participant headcount to Family Services, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants, $43M in assets).